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iShares S&P 1500 Index Fund shares owned by Icapital Wealth

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Icapital Wealth from 13F filings

Historical chart of Icapital Wealth investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Icapital Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Icapital Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $265k 2.3k 115.30
2023-12-31 $242k 2.3k 105.23
2023-09-30 $217k 2.3k 94.19
2023-06-30 $225k 2.3k 97.84
2023-03-31 $317k 3.5k 90.55
2022-12-31 $297k 3.5k 84.80
2022-09-30 $278k 3.5k 79.43
2022-06-30 $293k 3.5k 83.71
2022-03-31 $350k 3.5k 99.91
2021-12-31 $374k 3.5k 106.86